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Lloyds Banking Group

479 hedge funds and large institutions have $2.4B invested in Lloyds Banking Group in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $459K

32% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $2.15B → $2.4B (+$250M)

0% more funds holding

Funds holding: 477479 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 4%3.55% (-0.46%)

Holders
479
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
193
Reduced
146
Closed
44
Calls
$1.88M
Puts
$459K
Net Calls
+$1.42M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
151
Papamarkou Wellner Asset Management
New York
$464K -$3.28K -750 -0.7%
AWM
152
Aprio Wealth Management
Georgia
$462K +$18.3K +4,184 +4%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$461K +$28.8K +6,594 +7%
CL
154
Choreo LLC
Illinois
$455K +$20.7K +4,745 +5%
CTC
155
Cetera Trust Company
Minnesota
$453K
QT
156
Quantbot Technologies
New York
$441K -$1.67M -382,510 -80%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$428K -$90.4K -20,675 -18%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$428K +$412K +94,265 New
GM
159
GeoWealth Management
Illinois
$425K +$317K +72,603 +347%
AWMM
160
Aegis Wealth Management (Maryland)
Maryland
$417K -$31.3K -7,163 -7%
CWS
161
Cypress Wealth Services
California
$412K +$149 +34 +0%
Franklin Resources
162
Franklin Resources
California
$407K -$2.94M -671,933 -88%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$400K -$1.95K -447 -0.5%
M&T Bank
164
M&T Bank
New York
$398K +$27K +6,180 +8%
TPCW
165
TD Private Client Wealth
New York
$393K -$4.7K -1,076 -1%
MHC
166
May Hill Capital
Massachusetts
$392K +$24.5K +5,600 +7%
AC
167
AlphaCore Capital
California
$390K +$279K +63,711 +287%
VCM
168
Voleon Capital Management
California
$390K +$375K +85,798 New
TFA
169
Tranquilli Financial Advisor
New Jersey
$381K +$26.2K +5,987 +8%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$381K +$367K +83,900 New
MOS
171
MGO One Seven
Ohio
$374K -$6.68K -1,529 -2%
IAA
172
Independent Advisor Alliance
North Carolina
$369K +$17.2K +3,927 +5%
EWA
173
EverSource Wealth Advisors
Alabama
$361K +$33.8K +7,727 +11%
SAM
174
Smartleaf Asset Management
Massachusetts
$358K +$78K +17,849 +29%
VFA
175
Valeo Financial Advisors
Indiana
$348K +$72K +16,467 +27%

LYG Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2025, worth a combined $2.4B — up 12% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LYG positions and 44 closed out — a net gain of 9 holders — while 193 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was L1 Capital, exiting entirely with an estimated $136M sold.

  • 479 institutional investors held Lloyds Banking Group (LYG) as of Q3 2025, up from 477 in Q2 2025.
  • Funds reported $2.4B of Lloyds Banking Group stock for Q3 2025, up 12% quarter-over-quarter.
  • 53 funds opened new Lloyds Banking Group positions in Q3 2025 and 44 closed out, a net change of +9 holders.
  • The largest Lloyds Banking Group buyer in Q3 2025 was Fidelity Investments, an estimated $17.2M added.
  • The largest Lloyds Banking Group seller in Q3 2025 was L1 Capital, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2025.